NZ Financial Services Group (NZFSG‘s) new Go for Green initiative recognises advisers who are committed to enhancing business practices and doing more for their clients.
The Priority Home Loans team is Going for Green!
Several of our Priority Home Loans advisors have been recognised at our recent NZFSG roadshow for consistently being at “Go for Green” with our audit ratings at 80-90% consistently. This achievement recognises and celebrates customer excellence and commitment to enhancing business practices and achieving optimal customer outcomes.
Our home loan advisors (Left to Right) Katherine Kraakman, Nicole Keane, Carly Holland, Chris Vollebregt, Glenn Colclough and Lisa Burt all achieved Go for Green recognision.
Katherine Kraakman,
Priority Home Loans
Her business, Priority Home Loans, stood out not only for consistently meeting high standards in client file reviews, which is reflected in her 96% lending review score, but also for her strong commitment to embedding robust advice processes and fostering a team culture built on communication, collaboration, and continuous improvement, all for the benefit of her clients.
This recognition is particularly notable for Priority Home Loans as it signifies excellence within an organization where consistently high performance is the required minimum, evidenced by the fact that the lowest average lending review score among the listed advisers is a strong 95%. This high compliance floor suggests that the entire advisory team operates at an exceptional standard, making Katherine’s recognition a testament to her efforts to elevate best practices even higher than the already impressive organizational average.
Beyond her own business, Katherine has generously shared her knowledge, experience, and insights with the NZFSG network and the wider industry, helping to lift standards across the sector and support better financial outcomes for Kiwis.“
Tips for advisers to Go for Green and get ahead
- A comprehensive MyInduction Programme for advisers new to the network
- A compliance-by-design approach to its CRM (MyCRM), making it easy for advisers to stay safe and save time
- A varied learning and development plan for advisers to pick and choose from based on their business needs
- One-on-One and group business coaching that covers Go for Green focus areas such as client file reviews, compliance history, business policies, continuing professional development (CPD), website and social media
- Dedicated Regional Manager support
NZFSG offers comprehensive compliance and Go for Green support for advisers operating under its FAP, as well as those with their own FAP who join the Assurance Programme. “Our aim is to offer flexibility and choice so advisers can meet compliance requirements and get on with what they do best,” Brown concludes.
Click here and we will put you in touch with one of our expert advisers.
IN PARTNERSHIP WITH
